SVWG

Shared Vision Wealth Group Portfolio holdings

AUM $200M
1-Year Est. Return 9.87%
This Quarter Est. Return
1 Year Est. Return
+9.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.96M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$941K

Top Sells

1
+$4.91M
2
+$995K
3
+$888K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$818K
5
IXC icon
iShares Global Energy ETF
IXC
+$800K

Sector Composition

1 Technology 24.58%
2 Consumer Discretionary 0.64%
3 Consumer Staples 0.52%
4 Financials 0.37%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.7M 21.94%
179,039
+6,819
2
$25.4M 14.79%
46,445
-8,970
3
$18.4M 10.69%
406,078
-13,568
4
$6.26M 3.65%
67,698
+27,330
5
$5.96M 3.47%
34,879
+1,028
6
$5.85M 3.4%
63,669
-4,382
7
$5.48M 3.19%
116,845
+14,627
8
$5.26M 3.06%
51,435
+14,352
9
$3.24M 1.88%
64,578
+1,644
10
$2.92M 1.7%
16,035
+1,436
11
$2.86M 1.67%
53,984
-18,760
12
$2.86M 1.67%
31,191
-814
13
$2.84M 1.65%
18,839
+62
14
$2.82M 1.64%
17,600
-1,010
15
$2.76M 1.61%
5,078
+114
16
$2.4M 1.4%
106,444
+4,398
17
$2.21M 1.29%
42,417
+4,657
18
$2.19M 1.27%
49,388
+44,114
19
$1.94M 1.13%
36,280
+17,575
20
$1.88M 1.1%
31,817
+3,914
21
$1.58M 0.92%
13,220
-1,913
22
$1.39M 0.81%
5,252
+160
23
$1.19M 0.7%
52,424
+22,168
24
$1.19M 0.69%
27,870
+16,300
25
$1.11M 0.65%
12,551
-2,989
1
2 3 4